QQQ icon

Invesco QQQ Trust

2,373 hedge funds and large institutions have $91.9B invested in Invesco QQQ Trust in 2021 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 919 increasing their positions, 671 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,373
Holders Change
+359
Holders Change %
+17.83%
% of All Funds
36.65%
Holding in Top 10
561
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+21.96%
% of All Funds
8.66%
New
494
Increased
919
Reduced
671
Closed
95
Calls
$77.4B
Puts
$165B
Net Calls
-$87.3B
Net Calls Change
-$4.21B
Name Holding Trade Value Shares
Change
Shares
Change %
GIM
851
Grassi Investment Management
California
$4.97M -$17.5K -44 -0.4%
FTC
852
Farmers Trust Company
Ohio
$4.95M -$113K -285 -2%
CI
853
Cavalier Investments
Georgia
$4.94M +$1.47M +3,689 +42%
LCM
854
Lakewood Capital Management
New York
$4.93M +$4.93M +12,400 New
EWM
855
Endurance Wealth Management
Rhode Island
$4.93M -$14.7K -37 -0.3%
9WM
856
9258 Wealth Management
Ohio
$4.92M
RC
857
RegentAtlantic Capital
New Jersey
$4.92M -$72K -181 -1%
SL
858
Stevard LLC
Illinois
$4.91M +$52.5K +132 +1%
SWM
859
SFG Wealth Management
Maryland
$4.91M +$4.91M +12,329 New
FFG
860
Fortem Financial Group
California
$4.89M -$41.4K -104 -0.8%
IFG
861
Investors Financial Group
Minnesota
$4.87M +$21.9K +55 +0.5%
LW
862
Linscomb Wealth
Texas
$4.86M +$10.7K +27 +0.2%
WA
863
WBH Advisory
Maryland
$4.85M -$1.46M -3,673 -23%
PWP
864
Principle Wealth Partners
Connecticut
$4.83M -$242K -607 -5%
AFS
865
AFG Fiduciary Services
Massachusetts
$4.81M +$4.81M +12,083 New
LIA
866
LBMC Investment Advisors
Tennessee
$4.8M +$3.8M +9,555 +382%
MECA
867
Miller Equity Capital Advisors
Texas
$4.79M +$217K +545 +5%
AA
868
Apriem Advisors
California
$4.79M +$5.97K +15 +0.1%
PSUF
869
People's United Financial
Connecticut
$4.78M -$2.51M -6,321 -34%
Simplex Trading
870
Simplex Trading
Illinois
$4.78M +$4.78M +12,012 New
WLIM
871
White Lighthouse Investment Management
Massachusetts
$4.76M -$127K -318 -3%
CWM
872
Centric Wealth Management
Illinois
$4.71M +$75.6K +190 +2%
SFG
873
Summit Financial Group
West Virginia
$4.71M +$91.5K +230 +2%
SWA
874
SOA Wealth Advisors
New York
$4.68M +$462K +1,154 +11%
PJSIMP
875
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.68M -$29.8K -82 -0.6%